The strength of any professional services firm lies in the caliber of personnel who lend their exert advice and perform work in behalf of clients. To that end, three core values inform all of our endeavors:
Competency
We are subject matter experts. Beyond our professional training and certification, we keep abreast of relevant trends and changes in accounting treatment, tax law, and financial management as well as industry-specific issues that affect our clients. Our consultative advice reflects proven practices that adhere to regulatory requirements while protecting our clients’ best interests. Our internal systems and controls ensure that we deliver quality work products.
Professionalism
We treat each client with dignity and respect. We listen attentively to their goals, needs, issues, and concerns. We tailor our engagements to address near term requirements and work collaboratively to transform ambitions into reality. We pride ourselves in delivering services on schedule and within budget.
Commitment
Our relationships with clients extend beyond financial recordkeeping and reporting. We genuinely care about their well-being and work diligently to help them succeed personally and professionally. Our hard work and responsiveness contribute to a stellar reputation in the communities we serve.
Our Team
Timothy Wollersheim, President, EA
Tim joined Lakeshore Accounting Inc back in 1984. Tim graduated from the University of Wisconsin-Green Bay with a BS in Accounting with a minor in computer science. He is a member of the National Association of Tax Professionals and served on the board for the Wisconsin chapter for 6 years. Tim is also a quickbooks proadvisor. Tim resides in the Manitowoc area with his wife Julie and children Erika, Alex, Aiden, and Benjamin.
Don Wollersheim, Vice President, EA
Don is the founder of Lakeshore Accounting Inc. In addition to being an Enrolled Agent, Don holds a Wisconsin Real Estate Brokers License. Don was also the Executive Director for the Wisconsin Society of Enrolled Agents for many years, is an accredited tax accountant and is a member of the National Association of Tax Professionals. In addition to presenting tax seminars to other tax professionals, Don appears on radio station WCUB The Breakfast Club giving tax and financial advice. Don resides in the Manitowoc area with his wife Judy.
Katie Jansen, E.A.
Katie joined Lakeshore Accounting back in 2004. She has a bachelors degree from UW - Stevens Point and serves on the Wisconsin Society of Enrolled Agents board. She is a quickbooks proadvisor and has taught seminars on both quickbooks and tax law. Katie lives in Manitowoc with her husband Matt and several pets.